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iShares Morningstar Growth ETF

326 hedge funds and large institutions have $1.46B invested in iShares Morningstar Growth ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

25% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 24

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

Holders
326
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AP
276
Atwood & Palmer
Missouri
$108K
CMA
277
Cedar Mountain Advisors
Oregon
$97.4K
CCMI
278
Creative Capital Management Investments
California
$96.1K
PA
279
Parallel Advisors
California
$89.7K
UB
280
UMB Bank
Missouri
$85.7K
WTA
281
Washington Trust Advisors
Massachusetts
$71.6K
NS
282
NBC Securities
Alabama
$68.7K
SEP
283
Signature Equity Partners
Ohio
$65.3K
S
284
SignatureFD
Georgia
$64.9K
GAG
285
Goodman Advisory Group
Massachusetts
$59.1K
Bank of Montreal
286
Bank of Montreal
Ontario, Canada
$58.2K
RIA
287
Realta Investment Advisors
Delaware
$55.4K
SL
288
Salomon & Ludwin
Virginia
$50.9K
LFG
289
Larson Financial Group
Missouri
$47.7K
CI
290
CX Institutional
Indiana
$44K
CVM
291
Cheviot Value Management
California
$43.7K
SWM
292
Spire Wealth Management
Virginia
$43.4K
GJIA
293
Glass Jacobson Investment Advisors
Maryland
$41.8K
OSAM
294
O'Shaughnessy Asset Management
Connecticut
$36.1K
RF
295
Rossby Financial
Florida
$36K
SIM
296
Synergy Investment Management
Florida
$33.9K
CJ
297
Caitlin John
Michigan
$32.1K
RDFA
298
Ritter Daniher Financial Advisory
Ohio
$28.7K
NB
299
NBT Bank
New York
$27.3K
CPG
300
Cornerstone Planning Group
New Jersey
$26.4K